|
251
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$22K
|
–
|
–
|
–
|
|
|
252
|
M&R Capital Management
Summit,
New Jersey
|
$21K
|
–
|
–
|
–
|
|
|
253
|
IHT Wealth Management
Chicago,
Illinois
|
$20K
|
+$19.7K
|
+215
|
New
|
|
|
254
|
IFP Advisors
Tampa,
Florida
|
$16K
|
+$5.32K
|
+58
|
+49%
|
|
|
255
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12K
|
-$8.89K
|
-97
|
-42%
|
|
|
256
|
Kanaly Trust
Houston,
Texas
|
$10K
|
-$20.2K
|
-220
|
-68%
|
|
|
257
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$10K
|
+$5.77K
|
+63
|
+143%
|
|
|
258
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$9K
|
-$2.47K
|
-27
|
-21%
|
|
|
259
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$8.69K
|
–
|
–
|
–
|
|
|
260
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$8K
|
–
|
–
|
–
|
|
|
261
|
First Interstate Bank
Billings,
Montana
|
$5K
|
–
|
–
|
–
|
|
|
262
|
Gemmer Asset Management
Walnut Creek,
California
|
$5K
|
+$5.41K
|
+59
|
New
|
|
|
263
|
D.A. Davidson & Co
Great Falls,
Montana
|
$4K
|
-$1.93M
|
-21,050
|
-100%
|
|
|
264
|
First Personal Financial Services
Charlotte,
North Carolina
|
$4K
|
–
|
–
|
–
|
|
|
265
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$4K
|
+$1.83K
|
+20
|
+74%
|
|
|
266
|
Proficio Capital Partners
Newton,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
267
|
WFG Advisors
Dallas,
Texas
|
$2K
|
–
|
–
|
–
|
|
|
268
|
EARNEST Partners
Atlanta,
Georgia
|
$2K
|
+$1.83K
|
+20
|
New
|
|
|
269
|
People's United Financial
Bridgeport,
Connecticut
|
$2K
|
+$2.2K
|
+24
|
New
|
|
|
270
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
271
|
TCI Wealth Advisors
Tucson,
Arizona
|
$1K
|
–
|
–
|
–
|
|
|
272
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$1K
|
+$1.01K
|
+11
|
New
|
|
|
273
|
Capital Research Global Investors
Los Angeles,
California
|
–
|
-$158M
|
-2,410,000
|
Closed
|
|
|
274
|
Wedge Capital Management
Charlotte,
North Carolina
|
–
|
-$133M
|
-2,031,189
|
Closed
|
|
|
275
|
Victory Capital Management
San Antonio,
Texas
|
–
|
-$97.5M
|
-1,489,157
|
Closed
|
|
